Emily Wheeler, CFA

Associate Portfolio Manager

Emily Wheeler joined Pender in October 2019 as a Senior Investment Analyst on Pender’s Fixed Income team. She is now the Associate Portfolio Manager for the Pender Bond Universe Fund and Pender Corporate Bond Fund.

Prior to joining Pender, Emily worked for a Vancouver based investment management firm that ran mandates including value, fixed income, growth and several alternative strategies. She began her career there in 2004 and gained experience in many aspects of the firm’s business. Emily traded equities, fixed income, options and currency for the firm’s growth, value, fixed income and an alternative strategy mandate and most recently held the title of Portfolio Manager working with the firm’s value and high yield teams.

Emily holds a Bachelor of Arts degree from the University of British Columbia. She obtained her Chartered Financial Analyst (CFA) designation in 2010 and is a CFA charterholder and a member of CFA Society Vancouver.

Read Emily’s articles here.

Listen to Emily’s podcasts here.